Vanguard REIT ETF shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 126k | 97.43 |
| 2024-06-30 | $11M | 125k | 83.76 |
| 2024-03-31 | $9.8M | 113k | 86.48 |
| 2023-12-31 | $9.8M | 111k | 88.36 |
| 2023-09-30 | $8.5M | 112k | 75.66 |
| 2023-06-30 | $9.2M | 110k | 83.56 |
| 2023-03-31 | $8.8M | 106k | 83.04 |
| 2022-12-31 | $8.6M | 104k | 82.48 |
More positions owned by Heritage Wealth Management, Inc./Texas
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